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CMG FINANCIAL CONSULTING, LLC

dba CMG FINANCIAL CONSULTING · CRD 288359 · Registered Investment Adviser

CMG FINANCIAL CONSULTING, LLC is a Registered Investment Adviser. The firm reports $149,647,147 in regulatory assets under management across 453 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$148,697,163
Non-discretionary$949,984
Total RAUM$149,647,147
Accounts453

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 288359. adviserinfo.sec.gov/firm/summary/288359.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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